HALE AND DISTRICT U3A

Registered charity 1159698 · accounts filings on the Charity Commission register · also known as HALE U3A

Hale and District U3A operates as an educational self help association, particularly for older and retired people, and advances education and personal development through diverse study groups and associated activities in Hale and its surrounding locality.

Objects

THE ADVANCEMENT OF EDUCATION AND, IN PARTICULAR, THE EDUCATION OF OLDER PEOPLE AND THOSE WHO ARE RETIRED FROM FULL TIME WORK, BY ALL MEANS INCLUDING ASSOCIATED ACTIVITIES CONDUCIVE TO LEARNING AND PERSONAL DEVELOPMENT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Arts/culture/heritage/science · Amateur Sport · Recreation · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds show a surplus of £81,070, which is a significant increase from the previous year largely due to a substantial legacy received. The trustees aim to maintain reserves at around 6 months of annual expenditure, but the current unrestricted surplus equates to 20 months of annual expenditure, indicating a strong financial position.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints policy and procedures
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• David Brian Leonard Zuckerchair · trustee of 1 other charity
• ALISON FRANCES JURKOWSKI
• Arlene Moss
• Diana Virginia Murray
• FRANK ATKINSON
• Joyce THORLEY
• Mark Andrew Hope · trustee of 1 other charity
• Nicholas Charles Steer

Trustee list from the Charity Commission register (current, not historical).

Operates in: Trafford

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MILTON KEYNES U3A (UNIVERSITY OF THE THIRD AGE).

• MILTON KEYNES U3A (UNIVERSITY OF THE THIRD AGE) income £116k
• UNIVERSITY OF THE THIRD AGE - YORK income £141k
• BARNET U3A income £135k
• U3A IN LONDON income £157k
• CHRISTCHURCH UNIVERSITY OF THE THIRD AGE income £137k
• STAFFORD UNIVERSITY OF THE THIRD AGE (U3A) income £90k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.